An Investor Relations
Masterclass
London, 17 December 2014
Academy
Who we are
Academy is LSEG's own dedicated training hub for both individuals and companies in the UK, Italian and international financial markets. Our Academy specialists design, develop and organise a diversified range of open enrolment and bespoke courses, as well as one-to-one coaching sessions.
The consistent aim of all the programmes is to broaden understanding of the changing nature of the markets, with a particular focus on their evolving financial and regulatory benchmarks and training methods. The educational model of the Academy is that of a "Corporate University" where the traditional classroom is replaced by an interactive approach to all open enrolment programmes so as to:
— Facilitate the exchange of experiences and expertise among the professionals attending. — Actively encourage the transfer of knowledge and
skills gained back into the workplace.
All our open enrolment courses are designed to analyse and explore developments in the international financial markets in order to improve delegates' technical and operational skills.
Our Strengths
Academy clients are able to benefit from two particular advantages when working with the Academy: — Our faculty, encompassing experts from across
London Stock Exchange Group and experienced local and international financial market
practitioners. On occasion, where appropriate we are also able to draw on the insights of leading academics from the most respected universities. — Our innovative methodology, centred on the value
of group learning, a collaborative approach and creating an active learning environment.
The programme
Overview
This Investor Relations Master Class is designed to give seasoned IR Professionals and Board Directors an in-depth update on current IR best practices. The course covers the breadth of regulation compliance and disclosure practice, latest developments in the accounting field, the use of technology and social media to build closer relationships with investors, capital markets changes, evolving best practices and changes in critical aspects of the day to day role of IR.
The aim of the course is to provide a practical view of what is expected by global investors and how you as the face of the company can influence this. The programme offers a wealth of real life case studies with speakers that are well-known industry experts. Central to this programme are the fund manager led group discussions which provide an excellent opportunity to compare and contrast different engagement approaches and identify those that will work best for your investors and your company.
Why attend?
In addition to the in-depth updates on Accounting, Regulation, Compliance and Disclosure practice, Industry best practices and changes, there are several key outcomes that you can expect from this course;
• Learn how to develop a focused IR strategy based on analysis of your current situation • Benchmark your own IR practices against
industry standards
• Understand the industry changes and learn what the likely changes will mean for you • Learn how to get the best out of your IR
toolkit
• Appreciate how IR can support the board and its governance story
• Understand what drives investors’ investment rationales and how to use this to enhance your company’s equity story and value
• Learn what investors expect from you and how best to engage with them.
Key takeaways
• A full copy of the course materials and examples • A series of briefing papers covering regulations, best
practices and other subjects that will serve as a reference guide and support your overall learning outcomes from the Masterclass
If you require a private session to ask specific questions, we can provide individual coaching sessions on a one-to-one basis with the course tutor.
Location
The course will be held at London Stock Exchange’s headquarters located next to St. Paul’s Cathedral at 10 Paternoster Square, London EC4M 7LS.
Who should attend
This one day course has been designed to appeal to the following professionals:
• IR professionals • Board directors
• Communication and PR Managers of listed and listing companies
• PR and IR consultants
• Financial analysts
Trainer: Claire Fargeot
Claire Fargeot is founder of Claire Fargeot Associates, a corporate governance and strategic investor relations consultancy. Prior to founding the consultancy Claire worked as Head of Standards and Financial Market Integrity for EMEA at CFA Institute, the world’s largest association of investment professionals dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Prior to this she ran the investor relations practice at Buchanan Communications, one of the leading financial communications advisers in the United Kingdom. Before joining Buchanan, she was responsible for setting up and running the investor relations advisory department of RLM Finsbury, a financial, regulatory, and political communications agency. Ms. Fargeot previously set up and ran the strategic communications management business in Europe for PricewaterhouseCoopers, overseeing global shareholder value projects, and was a top–rated analyst at HSBC Investment Bank.
The programme
8:30 - 8:55 – Registration and coffee
9:00 Welcome and Introduction to
course objectives
The purpose of your investor
relations strategy
• How to define it and measure success? • Skill sets - What makes for a good IR user
experience?
• Benchmarking your IR strategy and agreeing the targets
• How can the board help?
Regulatory and Accounting Update
• Governance• Accounting
• Corporate reporting and prospectuses • Transparency and extra disclosures
Capital Markets Developments
• The capital markets and how they trade today • ETFs, Options, High frequency and algorithmic
trading
• The Shareholder Activism movement
Engaging Investors and developing
relationships
• Mainstream investors • Socially Responsible Investors • Governance led Investors
Building
your
corporate
story,
value and reputation
• Best Practice IR toolkits and calendars
• Taking your IR programme to the next level
17:00 Close
The programme
Date of course
17 December 2014 Registration fee: £ 695 + VAT
Joining instructions
Joining instructions will be confirmed by email 7 days prior to the course date. Please contact us if you do not receive any written registration confirmation. This registration form must be received by London Stock Exchange no later than seven days in advance of the course start date and submitted to Academy UK mail to [email protected]. All registrations are subject to the data protection policy and terms and conditions listed below.
Payment
The course fee includes all supporting documentation supplied by London Stock Exchange to the delegates in relation to the course. Delegates are responsible for their own travel and accommodation arrangement. Once your registration has been confirmed, London Stock Exchange shall issue you with an invoice. Full payment of the fees must be received by London Stock Exchange 28 days after receipt of such invoice.
Cancellation
Substitutions may be made, however you must notify London Stock Exchange of such changes at least 48 hours in advance of the course start date. If you are an organisation, you must provide London Stock Exchange with details of all delegates at least 48 hours in advance of the course start date. A full refund will be given for cancellation requests received at least 15 working days before the course. Cancellations must be made in writing (post, email or fax) and must be received by London Stock Exchange before the 15 working day deadline. Delegates who cancel 10-14 working days prior to the course will receive a refund equal to 50% of the fee. No refund will be given for cancellations received less than 10 working days before the course. London Stock Exchange reserves the right to change or cancel the course or any part of its published programme due to unforeseen circumstances; in such circumstances London Stock Exchange will use reasonable endeavours to contact the delegate or organisation.
Liability
Whilst every effort is made by London Stock Exchange to ensure that the contents of the course are accurate and up to date, London Stock Exchange shall not be liable whatsoever to the delegate or the organisation participating in the course for any inaccuracy or misleading information, nor for any consequential damage or expense or any loss of profit or any liability to third parties incurred as a result of reliance on such information which is provided for educational purpose only. London Stock Exchange’s total liability under this agreement shall be limited to the total fees payable under this Agreement. Nothing in this Agreement shall limit the liability for death, fraud or personal injury caused by its negligence.
Intellectual property rights
The delegate agrees that all intellectual property rights held in all documentation supplied by London Stock Exchange to the delegate in relation to the course are and shall remain property of London Stock Exchange and therefore any exploitation, copying or distribution in any form of the same is strictly prohibited. The delegate or organisation (whichever is applicable) shall not at any time use the name, logo, or trademark of London Stock Exchange without the written consent of London Stock Exchange.
Organisations
This section shall only be applicable to organisations who have booked their delegates on the course detailed below. You shall at no time publicly refer to the training which London Stock Exchange shall provide to your delegates, without the written consent of London Stock Exchange. Our training is not and will not be an endorsement of your organisation and the services you offer. London Stock Exchange does not endorse any training provided by Academy, London Stock Exchange Group.
Data Protection
London Stock Exchange takes your privacy seriously. We collect and use personal information to provide services, conduct market research and inform you about relevant products and services.
The programme
Please confirm your preference below:
— I do NOT wish to receive information about products or services from the Academy of London Stock Exchange
— I do NOT wish to receive information about products and services from carefully selected third parties — YES, I would like to receive information via
electronic communication about future programmes from the Academy of London Stock Exchange We will not disclose your data outside London Stock Exchange unless we have your permission except to business partners and to third party suppliers for processing purposes under normal business practice.
I have read and understand the booking terms and conditions.
SIGNATURE: NAME:
The programme
Please complete the details below and sign to confirm acceptance of the terms and conditions. Completed forms should be returned to Academy, London Stock Exchange Group by email to: [email protected]. For any further
information please contact the Academy Customer Care at: +44 (0) 207 797 1821.
Date of course: 17 December 2014 Registration fee: £695+VAT Total to be invoiced £_______(Incl VAT)
Participant Information
If you are registering a single, please, complete the following:
Title Name Surname
Job Title Company name
Address Line 1 Address Line 2 City Post/Zip code Country
Email Tel: Fax
Position within company: (please tick) Nature of business (please tick)
Board/Senior
Management □ Listed/private Company (please delete as appropriate) General Management □ Law □
HR & Training □ Accountancy □ Planning & Control □ Banking □
IT □ Consultancy □
Legal □ Funds □
R&D □ Investment Bank □
Tax □ Intermediary □
Finance □ Private Equity □
Other □ Other □
If you are registering a multiple places, please, complete the following: Company name
Address Line 1 Address Line 2 City Post/Zip code Country
Contact email Contact telephone number Delegate 1: Name and email
Delegate 2: Name and email Delegate 3: Name and email Delegate 4: Name and email
Signature:
Academy
Comprehensive, quality education is fundamental in the development and growth of the economic financial system. Established in 2000, Academy, the educational centre of the London Stock Exchange Group, delivers on this aim by developing and offering a variety of seminars and training courses relevant to the financial, legal and corporate management community.
www.lseg.com/academy
